Utkarsh VasaCRD Number: 6230062
Current Firm: Morgan Stanley
Utkarsh Vasa (CRD# 6230062) is an Investment Advisor Representative working at Morgan Stanley in Carlsbad, CA and has over 4 years of experience in the finance industry.
John P. Dubots Capital Management, LLC
Heyman Investment Counseling LLC
Marketocracy Capital Management LLC
|Morgan Stanley||Carlsbad, CA||Dec 2016 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley||Carlsbad, CA||Jul 2013 - Jan 2015||1|
|Objective Capital||San Diego, CA||Feb 2013 - Jun 2013||< 1|
|Ucsd Recreation||La Jolla, CA||May 2010 - Jun 2013||3|
|Uc San Diego||La Jolla, CA||Sep 2009 - Jun 2013||3|
|Tgg Accounting||San Diego, CA||Jan 2012 - Feb 2013||1|
|Bara Infoware||San Ramon, CA||Jun 2010 - Sep 2010||< 1|
|Integrated Building Solutions||San Ramon, CA||Jun 2009 - Sep 2009||< 1|
|Abercrombie And Fitch||Pleasanton, CA||Jun 2009 - Sep 2009||< 1|
|San Ramon Valley High School||Danville, CA||Sep 2006 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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